Curtis Advisory Group, LLC Closed Holding Positions

Curtis Advisory Group, LLC

  • $334 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2022 Filed on Aug 10, 2022
9,677
$48.73 - $49.59 $472K - $480K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
14,200
$17.23 - $19.08 $245K - $271K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
14,981
$20.27 - $21.94 $304K - $329K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Aug 10, 2022
3,849
$49.95 - $54.8 $192K - $211K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
2,115
$35.83 - $102.72 $75.8K - $217K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2022 Filed on May 05, 2022
6,602
$33.24 - $38.0 $219K - $251K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
2,413
$73.5 - $92.23 $177K - $223K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q2 2021 Filed on Jul 27, 2021
900
$282.49 - $305.66 $254K - $275K
Histogen Inc
Q2 2021 Filed on Jul 27, 2021
14,342
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
2,280
$206.08 - $244.01 $470K - $556K
SJM
J M Smucker CO

Consumer Defensive
Q1 2021 Filed on May 04, 2021
2,000
$111.23 - $131.05 $222K - $262K
AMGN
Amgen Inc

Healthcare
Q1 2021 Filed on May 04, 2021
1,000
$221.91 - $258.6 $222K - $259K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q4 2020 Filed on Feb 01, 2021
7,129
$27.42 - $30.09 $195K - $215K
GOOGL
Alphabet Inc.

Communication Services
Q2 2020 Filed on Jul 20, 2020
179
$54.63 - $73.24 $9.78K - $13.1K
MA
Mastercard Inc

Financial Services
Q2 2020 Filed on Jul 20, 2020
1,264
$228.61 - $313.15 $289K - $396K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Jul 20, 2020
21,553
$29.54 - $36.83 $637K - $794K
Raytheon CO
Q2 2020 Filed on Jul 20, 2020
1,585
N/A
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